Our services

Succession and Estate Planning

Arrange your assets and affairs to take care of your family and the succeeding generations through the use of suitable estate planning tools with a holistic approach

Family Office

Designing a single or virtual family office that serve the needs of your family - record management, personal assistant, booking keeping, financial analysis

Wealth Structure Health Check

A critical review of your wealth structure to ensure it continues to serve your purpose, identify potential issues and recommend improvement areas

Family Education workshops

Explaining all complex legal, tax and trust concepts in everyday language to equip your family with the essential knowledge to understand the wealth structure and be able to ask advisors good questions

Family Governance

Partnering with you to design a governance structure to strengthen the relationship of your family and facilitating family meeting

Family Retreat

Arranging a retreat for your family to host family meeting in a relaxing environment

Private Trust Company User Manual

A step-by-step guide covering all core topics to operate a private trust company

Workshop: How to run a private trust company

A practical workshop to equip you with the knowledge to manage your trust

Coaching, Mentoring and child development

Partnering with you to discover, clarify and align with what you want to achieve and make it easier and quicker for you to get what you want

Initial stage

• understand what your concerns, what you want to achieve, future plan, personal and financial circumstances of each family member, current asset holding structure

Succession and Estate Planning

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Design stage

• analyse your unique circumstances

• partner with you and your tax advisors (if any) to design a bespoke wealth structure

• consider incapacity planning and stop gap measure

• propose implementation plan

Implementation stage

• recommend service providers

• review implementation documents

• explain wealth structure and documents in a meeting

• provide you with a summary of the wealth structure

Essential Review

• Review trust structure at trust level

• Review trust deed, all supplemental deeds, letter of wishes/trustee memorandum

• Deliver a memorandum on the review and recommendation on improvement

• 1-hour post review meeting to discuss the memorandum

Wealth Structure Health Check

Comprehensive Review

• pre-review meeting to understand concerns and issues to focus on

• Review the whole trust structure including the underlying entities

• Review trust deed and all supplemental deeds

• Review trust accounts

• Review corporate documents of underlying entities

• review trustee resolutions (for private trust company only)

• Memorandum on the review and recommendation on improvement

• post-review meeting to discuss the memorandum

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Family Office design and implementation

• learn about how each of your family members manage his person assets and affairs

• identify areas that you may want assistance and conduct cost analysis

• propose the legal and operational structures of the family office

• advise on the regulation relating to family office and the tax implication

• assist you to recruit the right talents, rent office, get the office up and running

Family Office

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• sit down with you to learn about your family, the relationship and dynamics

• listen to your concerns and ideal situation

• understand how your family make decision, communicate, resolve conflicts

• listen to your family story, your value, vision, tradition and rituals

• consider your family circumstances and propose a governance structure

• discuss the proposed governance structure with you

• draft the family governance document with your input from time to time

• explain the governance document to your family

• facilitate family meeting

• establish your family's balance sheet

Family Governance

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Family Education workshops

Legal

• domicile, residence, tax residency

• overview of various legal structures

• overview of offshore jurisdictions

• basic company law

• basic matrimonial law

• basic charity law

• basic succession law

• incapacity and healthcare planning

Tax

• Overview of personal income tax and corporation tax in HK, UK, US

• basic international tax

Trust and estate planning

• basic trust concept

• overview of estate planning tools

• overview of various roles of trust and their interaction

• beneficiary's role and responsibility

• choosing the right trustee

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Special topics

• Child development

• Home learning environment

• Healthy diet and lifestyle

• What is family office?

• what is family governance?

• how to manage service providers and professional advisors

Family Retreat

• partner with you to design a unique family retreat for your family to gather together in a relaxing environment to strengthen family bond, to better connect and to nourish the mind, body and soul of your family

• understand your goal and what appeal to your family

• design the agenda with you

• pre-retreat briefing

• arrange all the logistics - flight, local transfer, accommodation, restaurants

• facilitate family meeting

• host family education workshop on topics that interest your family, such as positive mindset, nutrition, exercise, longevity, healthy habits, social skill

• arrange activities to explore the local area like hiking, cycling, skiing, boat trip

• arrange activities such as yoga, meditation, spa, cooking class

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Coaching, mentoring and child development

Coaching

• design and live the life you want

• simplify your life

• build healthy habits

• extend your boundaries

• zap the tolerations

• unlock your potential

• find work-life balance

• create a reserve

• maintain fun and healthy relationship in your life

Mentoring

• 1-2-1 regular meetups to help younger generation to develop personal growth and plan for future

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Workshop: How to run a private trust company

• basic trust concept

• duties and liabilities of trustee

• overview of various roles of a trust and their interaction

• overview of trust documents

• how to record trustee resolution

• how to make distribution

• how to add/remove beneficiary

• how to amend trust deed

• how to prepare trust accounts

• how to migrate a trust

• how to terminate a trust

• Q&A

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All-inclusive Manual

• overview of the relevant laws and regulations relating to private trust company

• trustee's duties and liabilities

• summary of powers and roles of each party

• step by step procedure for exercising various powers

• guideline on recording trustee resolution

• how to manage underlying asset

• sample documents for exercising various powers

Private Trust Company User Manual

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